Q4 2024 · 13F-HR
BERKSHIRE CAPITAL HOLDINGS INCholdings as filed
Filed 2025-02-11 · accession 0001162044-25-000134
$276.7M
Reported value
96
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA Corp. | $39.0M | 14.1% | 290,360 | Common | SOLE |
| 88160R101 | TSLA | Tesla, Inc. | $19.1M | 6.90% | 47,260 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc. | $17.5M | 6.33% | 79,910 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $16.7M | 6.02% | 84,360 | Common | SOLE |
| 11135F101 | AVGO | Broadcom Ltd. | $16.6M | 6.02% | 71,810 | Common | SOLE |
| 04626A103 | ALAB | Astera Labs, Inc. | $16.1M | 5.81% | 121,350 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. Class A | $13.2M | 4.76% | 22,500 | Common | SOLE |
| 770700102 | HOOD | Robinhood Markets, Inc. | $13.0M | 4.69% | 348,310 | Common | SOLE |
| 03831W108 | APP | AppLovin Corporation | $11.5M | 4.16% | 35,590 | Common | SOLE |
| 00827B106 | AFRM | Affirm Holdings, Inc. Class A | $10.8M | 3.90% | 177,370 | Common | SOLE |
| 23804L103 | DDOG | Datadog, Inc. Class A | $10.5M | 3.78% | 73,200 | Common | SOLE |
| 83406F102 | SOFI | SoFi Technologies, Inc. | $9.6M | 3.45% | 620,810 | Common | SOLE |
| 18915M107 | NET | Cloudflare, Inc. Class A | $9.5M | 3.45% | 88,570 | Common | SOLE |
| 69608A108 | PLTR | Palantir Technologies, Inc. Class A | $9.5M | 3.44% | 125,780 | Common | SOLE |
| 040413205 | ANET | Arista Networks, Inc. | $8.5M | 3.07% | 76,950 | Common | SOLE |
| 573874104 | MRVL | Marvell Technology, Inc. | $8.4M | 3.04% | 76,100 | Common | SOLE |
| 82509L107 | SHOP | Shopify, Inc. Class A (Canada) | $8.4M | 3.02% | 78,680 | Common | SOLE |
| 75734B100 | RDDT | Reddit, Inc. | $8.3M | 3.01% | 51,050 | Common | SOLE |
| 92537N108 | VRT | Vertiv Holdings Co | $8.3M | 3.00% | 73,150 | Common | SOLE |
| 22788C105 | CRWD | CrowdStrike Holdings, Inc. Class A | $8.1M | 2.93% | 23,730 | Common | SOLE |
| G25457105 | CRDO | Credo Technology Group Holding LTD | $8.1M | 2.92% | 120,410 | Common | SOLE |
| 171779309 | CIEN | Ciena Corp. | $5.8M | 2.11% | 68,720 | Common | SOLE |
| 09857L108 | BKNG | Booking Holdings Inc. | $49,684 | 0.02% | 10 | Common | SOLE |
| 58733R102 | MELI | MercadoLibre, Inc. (Argentina) | $17,004 | 0.01% | 10 | Common | SOLE |
| 81762P102 | NOW | ServiceNow, Inc. | $10,601 | 0.00% | 10 | Common | SOLE |
| 64110L106 | NFLX | Netflix, Inc. | $8,913 | 0.00% | 10 | Common | SOLE |
| 532457108 | LLY | Eli Lilly and Company | $7,720 | 0.00% | 10 | Common | SOLE |
| 443573100 | HUBS | HubSpot, Inc. | $6,968 | 0.00% | 10 | Common | SOLE |
| N07059111 | — | ASML Holding N.V. ADR | $6,931 | 0.00% | 10 | Common | SOLE |
| 482480100 | KLAC | KLA Corporation | $6,301 | 0.00% | 10 | Common | SOLE |
| 461202103 | INTU | Intuit, Inc. | $6,285 | 0.00% | 10 | Common | SOLE |
| 05464C101 | AXON | Axon Enterprise, Inc. | $5,943 | 0.00% | 10 | Common | SOLE |
| 609839105 | MPWR | Monolithic Power Systems, Inc. | $5,917 | 0.00% | 10 | Common | SOLE |
| 46090E103 | QQQ | Invesco QQQ ETF | $5,112 | 0.00% | 10 | Common | SOLE |
| 871607107 | SNPS | Synopsys, Inc. | $4,854 | 0.00% | 10 | Common | SOLE |
| L8681T102 | SPOT | Spotify Technology S.A. (Luxembourg) | $4,474 | 0.00% | 10 | Common | SOLE |
| 00724F101 | ADBE | Adobe, Inc. | $4,447 | 0.00% | 10 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp. | $4,215 | 0.00% | 10 | Common | SOLE |
| 697435105 | PANW | Palo Alto Networks, Inc. | $3,639 | 0.00% | 20 | Common | SOLE |
| M2682V108 | CYBR | Cyberark Software LTD (Israel) | $3,332 | 0.00% | 10 | Common | SOLE |
| 0088KQN82 | — | Eaton Corporation PLC | $3,319 | 0.00% | 10 | Common | SOLE |
| 127387108 | CDNS | Cadence Design Systems, Inc. | $3,005 | 0.00% | 10 | Common | SOLE |
| 594972408 | MSTR | Micro Strategy, Inc. Class A | $2,896 | 0.00% | 10 | Common | SOLE |
| 00BWT6H89 | — | Flutter Entertainment PLC | $2,585 | 0.00% | 10 | Common | SOLE |
| 037833100 | AAPL | Apple, Inc. | $2,504 | 0.00% | 10 | Common | SOLE |
| 19260Q107 | COIN | Coinbase Global, Inc. Class A | $2,483 | 0.00% | 10 | Common | SOLE |
| 92189F676 | SMH | VanEck Semiconductor ETF | $2,422 | 0.00% | 10 | Common | SOLE |
| 001176213 | — | monday.com Ltd. | $2,354 | 0.00% | 10 | Common | SOLE |
| 60937P106 | MDB | MongoDB, Inc. Class A | $2,328 | 0.00% | 10 | Common | SOLE |
| 21037T109 | CEG | Constellation Energy Corporation | $2,237 | 0.00% | 10 | Common | SOLE |
| 146869102 | CVNA | Carvana Co. Class A | $2,034 | 0.00% | 10 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet, Inc. Class A | $1,893 | 0.00% | 10 | Common | SOLE |
| 98980G102 | ZS | Zscaler, Inc. | $1,804 | 0.00% | 10 | Common | SOLE |
| 25809K105 | DASH | DoorDash, Inc. Class A | $1,678 | 0.00% | 10 | Common | SOLE |
| 68389X105 | ORCL | Oracle Corp. | $1,666 | 0.00% | 10 | Common | SOLE |
| 038222105 | AMAT | Applied Materials, Inc. | $1,626 | 0.00% | 10 | Common | SOLE |
| 833445109 | SNOW | Snowflake, Inc. Class A | $1,544 | 0.00% | 10 | Common | SOLE |
| 747525103 | QCOM | Qualcomm, Inc. | $1,536 | 0.00% | 10 | Common | SOLE |
| 453204109 | PI | Impinj, Inc. | $1,453 | 0.00% | 10 | Common | SOLE |
| 92840M102 | VST | Vistra Corp. | $1,379 | 0.00% | 10 | Common | SOLE |
| 009066101 | ABNB | Airbnb, Inc. Class A | $1,314 | 0.00% | 10 | Common | SOLE |
| 042068205 | ARM | Arm Holdings plc | $1,234 | 0.00% | 10 | Common | SOLE |
| 007903107 | AMD | Advanced Micro Devices, Inc. | $1,208 | 0.00% | 10 | Common | SOLE |
| 88339J105 | TTD | The Trade Desk, Inc. Class A | $1,175 | 0.00% | 10 | Common | SOLE |
| 64110D104 | NTAP | Netapp, Inc. | $1,161 | 0.00% | 10 | Common | SOLE |
| 24703L202 | DELL | Dell Technologies, Inc. | $1,152 | 0.00% | 10 | Common | SOLE |
| 148929102 | CAVA | CAVA Group, Inc. | $1,128 | 0.00% | 10 | Common | SOLE |
| 464287515 | IGV | iShares Expanded Tech-Software Sector ETF | $1,001 | 0.00% | 10 | Common | SOLE |
| 001305691 | — | Elastic N.V. | $991 | 0.00% | 10 | Common | SOLE |
| 19247G107 | COHR | Coherent Corp. | $947 | 0.00% | 10 | Common | SOLE |
| 670100205 | NVO | Novo Nordisk A/S | $860 | 0.00% | 10 | Common | SOLE |
| 852234103 | XYZ | Block, Inc. Class A | $850 | 0.00% | 10 | Common | SOLE |
| 090043100 | BILL | BILL Holdings Inc | $847 | 0.00% | 10 | Common | SOLE |
| 595112103 | MU | Micron Technology, Inc. | $842 | 0.00% | 10 | Common | SOLE |
| 679295105 | OKTA | Okta, Inc. Class A | $788 | 0.00% | 10 | Common | SOLE |
| 77543R102 | ROKU | Roku, Inc. Class A | $743 | 0.00% | 10 | Common | SOLE |
| 98954M101 | ZG | Zillow Group, Inc. Class C | $741 | 0.00% | 10 | Common | SOLE |
| 512807108 | LRCXEUR | Lam Research Corp. | $722 | 0.00% | 10 | Common | SOLE |
| 682189105 | ON | ON Semiconductor Corporation | $631 | 0.00% | 10 | Common | SOLE |
| 74624M102 | P | Pure Storage, Inc. Class A | $614 | 0.00% | 10 | Common | SOLE |
| 169656105 | CMG | Chipotle Mexican Grill | $603 | 0.00% | 10 | Common | SOLE |
| 90353T100 | UBER | Uber Technologies, Inc. | $603 | 0.00% | 10 | Common | SOLE |
| 958102105 | WDC | Western Digital Corp. | $596 | 0.00% | 10 | Common | SOLE |
| 771049103 | RBLX | Roblox Corporation Class A | $579 | 0.00% | 10 | Common | SOLE |
| 37637K108 | GTLB | GitLab, Inc. | $564 | 0.00% | 10 | Common | SOLE |
| 001174168 | — | Global-e Online Ltd | $545 | 0.00% | 10 | Common | SOLE |
| 46438F101 | IBIT | ishares Bitcoin Trust | $531 | 0.00% | 10 | Common | SOLE |
| 79589L106 | IOT | Samsara Inc. | $437 | 0.00% | 10 | Common | SOLE |
| 26142R104 | — | DraftKings, Inc. Class A | $372 | 0.00% | 10 | Common | SOLE |
| 888787108 | TOST | Toast, Inc. | $365 | 0.00% | 10 | Common | SOLE |
| 86800U104 | SMCIUSD | Super Micro Computer, Inc. | $305 | 0.00% | 10 | Common | SOLE |
| 565788106 | MARA | Marathon Digital Holdings, Inc. | $168 | 0.00% | 10 | Common | SOLE |
| 21874A106 | CORZ | Core Scientific, Inc. | $141 | 0.00% | 10 | Common | SOLE |
| 76954A103 | RIVN | Rivian Automotive, Inc. Class A | $133 | 0.00% | 10 | Common | SOLE |
| 767292105 | RIOT | Riot Platforms, Inc | $102 | 0.00% | 10 | Common | SOLE |
| 18452B209 | CLSK | CleanSpark, Inc. | $92 | 0.00% | 10 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.